Report Export Scheduler

Easily automate report generation and delivery with CleanCloud's Report Export Scheduler.

Rafael Cardoso avatar
Written by Rafael Cardoso
Updated over a week ago

CleanCloud introduces an exciting new feature - the Report Export Scheduler. This tool simplifies report management by automating report generation and emailing.

๐Ÿš€ This feature is exclusively available for Grow and Grow+ customers. To unlock this and a range of other powerful features, consider upgrading your plan today.

Enhance your business tracking efficiency. Here's how to use it:

  1. Navigate to Settings > Metrics > Data Export > Scheduled Report Exports.

  2. Click 'Schedule Report' and fill in the necessary details.

  3. In the 'Report Type' section, choose the desired report from Data Export.

  4. Under 'Frequency', select daily, weekly, or monthly.

    • For daily reports, specify the time to send the report and whether you want it to cover the previous day when 'Run for previous day' is enabled.

    • For weekly, specify the day to run the report.

    • For monthly, it automatically runs at the end of the month.

  5. In the 'Stores' section, you can create reports for one or more stores, which is especially useful for multi-store businesses.

  6. The admin email is the default recipient, but you can add additional email addresses to receive these automated reports.

  7. Click 'Create' to save your new automated report.

Note: All scheduled reports can be viewed and managed under 'Scheduled Report Exports', where you can edit, activate, deactivate, or delete them.

๐Ÿ’ก Tip

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